1. The UK Access Management Federation for education and research John Chapman, Project Adviser, Technical Policy & Standards

2. Problems we are trying to solve Multiple usernames and passwords Multiple copies of personal data held by third parties Duplication of effort across multiple institutions Publishers and network providers having to interface with multiple systems Difficulty in sharing resources between institutions

3. 2003 2004 2005 2006 2007 2008 2009 2010 Workshops, strategy paper & laboratory test led to recommendation of implementing Shibboleth technology WMnet & LGfL pilots prove Shibboleth works in UK school sector JISC announce its intention to support federated access management for UK FE/HE. Becta’s business case accepted by DfES Work with JISC & UKERNA to establish the UK Access Management Federation for Education and Research – launched 30 November LGfL continues regional federation as a production service Personalised online learning space Integrated learning & management systems All LAs members of the federation? Standards Fund Grant 121 (and 121a)

4. Shibboleth Neither an authentication or authorisation system Secure exchange of messages between two parties (Identity Provider and Service Provider) Authentication handled by institution/LA/RBC (devolved authentication) Authorisation achieved by an exchange of attributes (such as ‘member of an institution’) Providers need to sign up to a ‘trust’ agreement An implementation of SAML (Security Assertion Mark-Up Language)

5. Benefits of simplified sign-on and the UK federation For the learner: –Easier access to resources –Privacy preserving –Facilitates anytime, anywhere learning For the institution: –Reduction in administrative burdens for managers and users in schools For the LA/RBC: –Allow for greater aggregation of purchasing content –Facilitate secure sharing of content between authorities For the education sector: –Shared, cross-sector infrastructure –Facilitate access to e-portfolios For the Government: –Strong collaboration between Becta and JISC –Centrally provided services for best possible value

6. Benefits for Service Providers –No need to maintain your own user database Authentication is performed by the IdP Can authorise per institution, role, and/or entitlement –Reduced user support requirements –Reduced compliance burden Less storage/processing of personal data –Accurate implementation of licence conditions –Users take better care of credentials –Organisations take better care of assertions

7. The UK Access Management Federation A group of member organisations who sign up to a set of rules An independent body, managing the trust relationships between members End user organisations act as ‘identity providers’ (IdPs) and optionally ‘service providers’ (SPs) Publishers and resource providers act as ‘service providers’ (SPs)

8. Organisational Structure Funded by DfES & JISC Provided for Schools, FE & HE Operational management by UKERNA Policy & Governance Board –3 Becta nominated members (Paul Shoesmith, Andy Tyerman, Mike Kendal) –3 JISC nominated members (John Robinson, Iain Stinson, Brian Gilmore) –‘Neutral’ Chair (Professor Sir David Watson) Technical Advisory Group –JISC, Becta, RBC, LA, University and College representation

9. What the service provides A set of Rules that binds members: –Make accurate statements to other members –Keep federation systems and data secure –Use personal data correctly (inc. DPA1998) –Resolve problems within the Federation Not by legal action Guidance, examples, support –How to comply with the Rules –How to work with other members Common definitions, etc.

10. What the service provides Operational management –Registration mechanism for SPs and IdPs –Adding new members to the federation & updating existing members’ metadata –Fault finding and trouble shooting –Compatibility testing of server certificates and CA Qualification –Technical and operational documentation –Ongoing federation development –Reporting

11. Resource WAYF Identity Provider Service Provider Web Site 1 Assertion Service I don’t know you. Not even which home org you are from. I redirect your request to the WAYF 3 2 Please tell me where are you from? HS 5 6 I don’t know you. Please authenticate Using WEBLOGIN 7 User DB Credentials OK, I know you now. I redirect your request to the target, together with a handle 4 OK, I redirect your request now to the Handle Service of your home org. Requester Handle 8 I don’t know the attributes of this user. Let’s ask the Attribute Authority Handle 9 AA Let’s pass over the attributes the user has allowed me to release Attributes 10 Resource Manager Attributes OK, based on the attributes, I grant access to the resource © SWITCH

12. Birmingham’s walkthrough SP BGfL+ IdP BGfL Identity Provider UK Access Management Federation

13. LA/RBC roadmap to join the UK federation 1.LA/RBC audit – Review readiness to adopt federated access management. 2.Directory Development – Identify or implement a suitable local/regional directory. Directories need to be correctly populated with attributes about pupils and staff that meet the federation standard, known as the eduPerson specification. 3.Authentication Development – Choose and implement a local/regional authentication, or single sign-on system. 4.Implement IdP – Implement Shibboleth Identity Provider software. 5.Join Federation – All organisations who wish to participate will need to join the UK federation by registering and agreeing to observe federation policy. 6.Institutional Roll-out – On becoming a member of the federation, the institution/LA/RBC will need to roll out the new system. This may include new user guides, training and support mechanisms.

14. Core attributes eduPersonScopedAffiliation – does this institution subscribe to the service in question? e.g. member@netherhall.cambs.sch.uk, or student@keele.ac.uk –student (learner), staff (non-teaching staff), faculty (teaching staff), employee (all staff), member (comprises all the previous categories), affiliate (relationship short of full member), alum (ex pupil/alumnus) eduPersonTargetedID – persistent opaque identifier – can provide personalisation & usage monitoring across sessions eduPersonPrincipalName – the ‘NetID’ of the user, e.g. user@school.lea.sch.uk – a persistent identifier across different services eduPersonEntitlement – enables an institution to assert that a user satisfies an additional set of specific conditions that apply for access to a particular resource e.g. “entitled to access financial accounts” Where extra attributes are required, the federation has a process for the addition of subsidiary attributes, but... For most applications a combination of eduPersonScopedAffiliation and eduPersonTargetedID will be sufficient

15. Executive Liaison: a senior role within the LA SCS certificates available from UKERNA Management Liaison: authorised to register entities

16. More information UK federation –http://www.ukfederation.org.ukhttp://www.ukfederation.org.uk High level info on Becta’s site –http://schools.becta.org.uk/index.php?rid=11277http://schools.becta.org.uk/index.php?rid=11277 –http://industry.becta.org.uk/display.cfm?resID=14598http://industry.becta.org.uk/display.cfm?resID=14598 Shibboleth –http://shibboleth.internet2.edu/ (main site)http://shibboleth.internet2.edu/ –http://spaces.internet2.edu/display/SHIB/ (wiki)http://spaces.internet2.edu/display/SHIB/